Articles from @ChartMill | teapawt

@ChartMillJan 29

Microsoft’s AI Paradox: Why We Must Fertilize the Soil Before We Can Harvest

Yesterday, Microsoft ( $MSFT) released its latest quarterly results.

Article · @ChartMill

126

@ChartMillJan 27

AI’s Growing Appetite and Intel’s Indigestion

The semiconductor world remains a tale of two cities.

Article · @ChartMill

148

@ChartMillJan 15

The Banking Blues: Beats Don't Pay the Bills

You’d think billions in profit would cheer people up, but apparently, the bar for "perfection" was set a little too high.

Article · @ChartMill

124

@ChartMillJan 8

Alphabet Steals Apple’s Crown as Yields Ease and Politics Hits Defense

Alphabet ended the day wearing Apple’s market-cap crown, even as the broader market took a breather. Falling yields gave tech just enough oxygen to keep the AI trade upright, while Washington-driven…

Article · @ChartMill

146

@ChartMillJan 7

CES gave AI a new headline… and storage stocks took it personally

CES headlines leaned heavily into next-gen compute. Nvidia’s Jensen Huang essentially told the world the Rubin platform is in full production and paired that with announcements around autonomy tooli…

Article · @ChartMill

147